• I have the need to change a faculty members last name due to marriage.

    She has changed all her legal documentation and now I need to change it in Charm. I do not want to add a new member as it will add complexity to charm and also create too many duplicate things like eRX and other things she has accounts in and uses.
  • Kiosk App and “Hand Over”

    No matter what I try, I cannot get the Kiosk App to do anything once I click “Hand Over”. Is there some magic to it?
  • Invalid Payer ID Submitted on Claim

    I had a little assistance at Charmalot this year, however the potential solution did not work. I have 22 claims that have this error code. When I compare each claim to the ONE claim that was approved and paid, they are identical. I have submitted a support
  • ACE WARNING FROM OPTUM- MEDICAL BILLING and CLAIMS

    I continue to receive this error Entity not found Note: This code requires use of an entity code for receiver. What is this and how do I fix it. I have received no help from Charm billing on this issue despite numerous emails and tickets. Thank-you
  • Default billing provider (Box #33)

    There are only two options to set the default billing provider: 1 per facility or 1 for all facilities. This is a problem for all practices that have multiple billing providers per facility. Could there be an option to change the default billing provider
  • Web Embed Squarespace

    Hi there, I am having trouble using the web embed feature on my website. When I input the embed code into my website, it says "ehr.charmtracker.com refused to connect." Does anyone know how I can fix this problem?
  • Patient Summery of Encounter

    A few issues with Patient Summary, which is printed from Encounters>Print>Patient Summary: DOB is missing from the header Visit Type is missing from the header The ability to "save" is missing. Only allows "Print" option. Should be able to "save". The
  • Fax Cover Sheet

    Need option not to use coversheet when faxing. When sending info to disability offices, pharmacies, or insurance they often request that a cover sheet not be used and their document (with their barcode) be on top. Also, please provide the ability to design
  • Send Message to Patient in the Portal Even If Patient Has Not YET Registered for PHR

    It is critical that we are allowed to send a message to a patient who may not have signed into PHR yet. The system would send them a message that a Message from our office was sent to them and that they should sign in. This would be in addition to any
  • Add Provider

    When adding a provider under "referring provider" the speciality for social work or behavioral health is not listed.
  • Delete office note

    I have created an office note and it inserted a template that is not correct (shows I did exams I didn't do) and I need to remove it from patient's chart.  How do I do this??  Thanks in advance.
  • Remove provider from "Appointment Request"

    We have doctors in the practice that we do not want to show up in a patients PHR under appointment request. I have been through every aspect of both the administrators and provider settings and cannot find how to do this.  The only way that is successful is to change the provider from Physician or Physicians Assistant over to OfficeManager or Nurse. Please let me know how to do this - it's amazingly confusing to patients.
  • mobile embedded code for scheduling

    Hi,  Charm Scheduling embedded code for mobile devices does not work. Writing overlaps and patients cannot select provider or time.  Anyone else having this issue? I've been told by Charm support that they understand it doesn't work. Doesn't seem to be a priority to change/fix.  Danielle
  • Notifications

    Im not receiving notification of emails from patients and have done as charm rec making things required. Im sooo frustrated with this EMR!
  • Unable to Load Diagrams with Annotations

    Hello, When I preview a chart in which I have annotated information on body diagrams, the diagrams do not show up at all (even if there is only 1 diagram). It simply shows there is a picture of some type that is not loading. I have the option to "Download," but every single time I do that, a screen pops up that tells me an internal error has occurred, and the only option is to return to the home screen. I have tried doing this in both the Chrome and Firefox browsers multiple times and on multiple
  • Error in visit summary

    Hello, As all my patient log in to their PHR, the visit summary shows up as codes and its unreadable. I have attached an screenshot to show what's going on. When I log in to my EHR account I see things perfectly fine, but it didn't work on the PHR part. Please help!
  • Editing supplement template item missing strength

    The form field for supplement strength is missing from the form in edit mode.
  • NOT RECEIVING NOTIFICATIONS OF QUESTIONNAIRES on ChARM

    Hi there, In My Account > Messages > Preferences, I have it marked as "Required" for both message notification and questionnaire notification.  Yet, I'm still not receiving any notices when my patients complete their questionnaires.   Please help!
  • Can't save new patient info or even send a request for support!!!! Need help ASAP!

    Hello,  We are unable to save new patient information/create a new patient. I also can't seem to submit a support email request. Would appreciate if someone could contact us ASAP as this really limits our capabilities right now.  Sometimes it asks for a zip code even though "Canada" is selected as the country. Putting a zip code in doesn't get around it. I've logged out and logged in and reset the router, still not working. Thank you,  Bespoke Clinic
  • Repeat previous notes

    Hello, Are we going to be able to "repeat previous notes" like we could on the original Charm? I can repeat in some sections only, but not in the CC section, and when I repeat in the Physical Exam and Treatment sections, the text is full of extra spaces as well as descriptions of the font, so I have to backspace and click multiple times to string the text together. I have switched back to the original version because this is very time consuming. I do like being able to see the previous note next
  • Charm EHR: Post API requests are not functioning

    We are integrating Charm EHR API; But API get are working but POST are not working
  • Patient visits being deleted

    I sent support a message about this but still no response. What is the average turn around time? I have now had 5 patients had their scheduled appointments deleted. No trace of the appointment at all. 
  • Can't remove a shared template from the ChARM Library

    One of our practitioners accidentally shared one of our practice templates to the ChARM Library. It is not something we want shared and we need to remove it. How can we do this?
  • EHR App Crash

    The app keeps crashing with calendar and now unsigned charts.... Started using Charm this past couple weeks and not had this problem.  Tried refreshing and then reinstall app.. still not working... wont show patients on todays date 
  • Creating templates - half of template gets deleted after saving

    I have been creating templates the last two days and, while I have created many templates successfully in the past, all portions of the templates I edit or create get deleted after the review of systems box. The review of system box also "freezes up" and does not let me move around the entries after saving. Have lost so many hours of work and original templates destroyed without being able to create new ones in their place (nothing will save appropriately)!
  • Announcements

  • Welcome to Community

    The Community hub inside Zoho Support lets you build a powerful community around your business, while still serving customers via other channels. Your customers can post 4 types of content within your community. These are Ideas, Questions, Problems and Discussions. Each of these serves a particular purpose. When your customers have something to discuss with you, they can post a discussion within your community. It's a great way to debate and collaborate. Your customers can ask you specific questions
  • Heartbleed vulnerability patched

    ChARM EHR servers have been patched to protect your data from being exposed through the Heartbleed vulnerability.  
  • Welcome to ChARM EHR Community Forum

    Team ChARM EHR welcomes you to the ChARM EHR Community Forum. Here, you can discuss and post non-urgent support questions or comments regarding ChARM EHR, and help answer questions posted by fellow users.  If you think that ChARM EHR is the greatest thing to have happened to your practice, we would love to hear that for sure! This is a moderated forum. Our support staff and developers will constantly monitor this forum to answer your questions, and help explain and facilitate discussions. Any post